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What You Need to Know Before Funding a Backdoor Roth

Those considering a backdoor IRA need to have a long time horizon and must carefully weigh the tax effect that other IRA assets may have on the conversation, says expert and author Ed Slott.

What You Need to Know Before Funding a Backdoor Roth

Christine Benz: Hi, I'm Christine Benz for Morningstar.com.

Even if you earn too much to contribute to a Roth IRA outright, you can still get in through the backdoor. Joining me on the phone to share some tips on this strategy, is retirement expert and author Ed Slott.

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